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Marketing Promo PA Sales Portal Useful Links

Useful Links

Sales Portal 
Design bill of materials, activate service plans and generate licenses 

Sales Portal Community

Engage the Sales Portal global team and fellow users to discuss issues and find answers

 

Marketing Promo Sales Portal Supported Offers

Supported Offers

Power Advisor 
Access Power Advisor essential information & useful links 

Power Monitoring Expert
Access PME essential information & useful links

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PA Sales AGGREGATOR

Sales Portal Essential Information
Sales Portal Overview Presentation

The new Sales Portal is a major evolution from the former transactional PME Licensing Portal application. In addition to a refreshed look and feel, it introduced installed-base record keeping through the association of licenses and service plans with customer sites and systems. Inheriting new features and functionality on an agile release process, the Sales Portal Overview Presentation is regularly updated and has accompanying instructional videos.

Download v.  March 2021

Sales Portal Supporting Content

Accompanying essential Sales Portal workflows, this content is available for download to support key business functions like version upgrade with software assurance and generating new PME system licenses. 

How to Version Upgrade PME Licenses Using Software Assurance

How to Generate Licenses for a New PME System

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    Sales Portal - How to Version Upgrade PME Licenses
    Release Date :2020-Jun-18
    File Size:
    21.4 MB
    File Type:
    mp4
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    Sales Portal - How to Version Upgrade PME Licenses Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    21.4 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - Activating a PME Software Assurance Service Plan Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    23.5 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - Renewing a Power Advisor or Software Assurance Service Plan Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    25.9 MB
    File Type:
    mp4
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    Download
    Sales Portal - Activating a Power Advisor Service Plan Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    28 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - Redeeming an Authorization Code for an Existing PME System Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    18.4 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - Adding Missing Licenses to a System Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    13.5 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - How to Generate Developer Licenses Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    11.6 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - Creating a Bill of Materials for an Existing PME System Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    20.6 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - Creating a Bill of Materials for a New PME System Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    24.1 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - Viewing System History Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    13.1 MB
    File Type:
    mp4
    Watch
    Download
    Sales Portal - Editing a System Name Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    11.5 MB
    File Type:
    mp4
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    Download
    Sales Portal - Customer Sites and Systems Explained Release Date: 2020-Jun-18
    Release Date:
    2020-Jun-18
    File Size:
    39.8 MB
    File Type:
    mp4
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    Sales Portal - Customer Site Privacy Settings for Partners Release Date: 2020-Jun-25
    Release Date:
    2020-Jun-25
    File Size:
    71.5 MB
    File Type:
    mp4
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    Download
    Sales Portal - Customer Site Privacy Settings for Schneider Electric Release Date: 2020-Jun-25
    Release Date:
    2020-Jun-25
    File Size:
    78.9 MB
    File Type:
    mp4
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    Download
    Sales Portal – Requesting a Power Advisor System Health Replacement License File Release Date: 2020-Jul-23
    Release Date:
    2020-Jul-23
    File Size:
    47.9 MB
    File Type:
    mp4
    Watch to learn how to request replacement client license and server files in Sales Portal.
    Watch
    Download
    Sales Portal – Activating Power Advisor System Health Release Date: 2020-Jul-23
    Release Date:
    2020-Jul-23
    File Size:
    33.6 MB
    File Type:
    mp4
    Watch to learn which information is required and how to activate service plan contracts in Sales Portal.
    Watch
    Download